Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
LPL to Buy Uvest, Add 675 FAs
By Janet LevauxLPL is making another significant move in the Southeast, with plans to buy UVEST Financial Services of Charlotte, N.C., which provides third-party investment services to...
October 01, 2006
Advancing the ConversationDeath. As a topic of conversation, it is obviously not a favorite for most people. Yet death, and its profound and multi-layered impact on unprepared...
October 01, 2006
iShares Commodity Products DebutJust as commodities have enjoyed a major bull run, a wave of commodity-linked investments is looking to make its way into investors' hearts. Barclays Global Investors...
October 01, 2006
Raymond James Assoc. Signs Brokerage PactIn another push to let Raymond James & Associates' brokers know that they "own their book of business," the retail brokerage unit of Raymond James...
October 01, 2006
Tech OverloadTechnology used to be one of my best buddies. Back in grade school, I was the first kid on the block to have a cassette...
October 01, 2006
More Funds Keep Flowing into ETFsAccording to the Investment Company Institute (ICI), the combined assets of U.S. exchange-traded funds grew by 3.2 percent or $10.43 billion in June to a...
October 01, 2006
A Product Tailored for AdviceThe explosion of ETF assets from zero to almost $50 billion between 1993 and year-end 2000 marked an unusually fast rate of growth. Normally, such...
October 01, 2006
When Good Sectors Go BadAt one time, technology was the envy of the market world. Today, years after the sector turned from investor darling to scapegoat, the bleeding continues:...